CSat Investment Advisory’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,700
| Closed | -$3.38M | – | 639 |
|
|
2020
Q3 | $3.38M | Sell |
15,700
-3,914
| -20% | -$843K | 0.3% | 27 |
|
|
2020
Q2 | $3.38M | Sell |
19,614
-504
| -3% | -$86.8K | 0.41% | 17 |
|
|
2020
Q1 | $1.86M | Sell |
20,118
-2,922
| -13% | -$270K | 0.4% | 28 |
|
|
2019
Q4 | $1.71M | Buy |
23,040
+3,178
| +16% | +$235K | 0.45% | 34 |
|
|
2019
Q3 | $1.23M | Buy |
19,862
+251
| +1% | +$15.5K | 0.39% | 51 |
|
|
2019
Q2 | $975K | Buy |
19,611
+3,339
| +21% | +$166K | 0.34% | 61 |
|
|
2019
Q1 | $844K | Sell |
16,272
-1,179
| -7% | -$61.2K | 0.43% | 62 |
|
|
2018
Q4 | $699K | Sell |
17,451
-3,275
| -16% | -$131K | 0.42% | 58 |
|
|
2018
Q3 | $1.09M | Buy |
+20,726
| New | +$1.09M | 0.62% | 44 |
|